LAM
Lynch Asset Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Hold |
5,000
| – | – | 0.15% | 42 |
|
|
2025
Q1 | $355K | Hold |
5,000
| – | – | 0.16% | 42 |
|
|
2024
Q4 | $352K | Hold |
5,000
| – | – | 0.14% | 41 |
|
|
2024
Q3 | $313K | Sell |
5,000
-100
| -2% | -$6.26K | 0.13% | 42 |
|
|
2024
Q2 | $324K | Hold |
5,100
| – | – | 0.14% | 42 |
|
|
2024
Q1 | $323K | Hold |
5,100
| – | – | 0.15% | 42 |
|
|
2023
Q4 | $262K | Sell |
5,100
-22,000
| -81% | -$1.13M | 0.15% | 43 |
|
|
2023
Q3 | $1.11M | Hold |
27,100
| – | – | 0.73% | 33 |
|
|
2023
Q2 | $1.25M | Sell |
27,100
-2,500
| -8% | -$115K | 0.8% | 33 |
|
|
2023
Q1 | $1.39M | Hold |
29,600
| – | – | 1% | 33 |
|
|
2022
Q4 | $1.34M | Hold |
29,600
| – | – | 1.15% | 31 |
|
|
2022
Q3 | $1.23M | Hold |
29,600
| – | – | 1.11% | 26 |
|
|
2022
Q2 | $1.36M | Hold |
29,600
| – | – | 1.11% | 26 |
|
|
2022
Q1 | $1.58M | Hold |
29,600
| – | – | 1.13% | 27 |
|
|
2021
Q4 | $1.79M | Buy |
+29,600
| New | +$1.79M | 1.24% | 24 |
|